Job Description:

The Sales Coordinator is responsible for responding to Requests for Proposal, assisting Sales Directors in various areas (assemble materials, in-office support while Sales Directors travels, follow up questions, including consultant calls and presentations), traveling for enrollment meetings, assisting with event planning, managing opportunities in our CRM system and all other duties as assigned.

Essential Duties:

• Must adhere to security policies




• Responds in a timely manner Requests for Proposal (two business days or as stated) also ensuring the proposals are accurate and complete




• Phone calls and e-mails are to be handled with immediate attention - with a goal of resolution in under four hours.




• Work efficiently in a team environment




• A full understanding of the relationship between the consultants, employers, and Sales Team




• The ability to manage the logistics of travel throughout the country. Plan and set up own travel schedule, reservations and logistics required for meetings




• Responsible for assisting all Sales Team members by answering questions and providing education.




• Handles all inquiries professionally and courteously and with accuracy




• Promotes a favorable image of Discovery Benefits through positive interactions with all internal WEX staff and members and external customers maintaining their confidence in us




• Researches/investigates all inquiries utilizing reference materials




• Understands and applies confidentiality guidelines




• Follows customer service standards




• Work to stay current with industry trends




• Conduct presentations and provide product training / demonstrations to new clients and participants. Participate in monthly Sales Team development meetings




• Track and update channel and client contacts using tracking software




• Travel 5-7 times per year




• Must possess a high level of emotional intelligence whether on the road or in the office




• Interacts with consultants in a professional manner. Takes immediate action to meet requests and needs. Has the ability to differentiate between exceptional and good customer service. Must have the ability to listen, evaluate and exercise
  independent judgment




• Must be able to maintain confidentiality when using sensitive material.




• Must have the ability to organize and prioritize work and schedule. Must be able to effectively plan projects and multi-task.




• Understands the importance of working relationships with our channel and internally, all members of Discovery Benefits.
  Works to protect and foster these relationships.

General Duties:
* All other duties as assigned
* Maintain policy according to HIPAA

Customer Service experience obtained within 2-3 years

This job may be performed remotely within the United States, except that it is not eligible to be performed in Colorado. Apply Now